NYSE$BN

Brookfield Corp · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Brookfield Q1 2026: $18.6B revenue, distributable earnings $1.55B ($0.66/sh); fee-related earnings $772M

Brookfield Corporation reported Q1 2026 consolidated revenues of $18.58 billion, up from $17.94 billion in Q1 2025. Net income was $1.04 billion versus $215 million a year ago, while net income attributable to shareholders was $102 million ($0.03 per share). On Brookfield's primary non-IFRS metrics, distributable earnings rose to $1.55 billion ($0.66 per share) from $1.55 billion ($0.65), and distributable earnings before realizations increased to $1.39 billion ($0.59 per share) from $1.30 billion ($0.55). Asset Management fee-related earnings grew to $772 million from $698 million on higher base management fees and fee-bearing capital of $614 billion (+$11.1B in the quarter). The company raised $67 billion of capital ($23B for investment strategies, $44B insurance), closed the Just Group acquisition bringing insurance assets to $180 billion, deployed $53 billion across the business, and repurchased over $1 billion of BN and BAM shares.

  • Q1 revenues of $18.58B (+4% YoY); net income $1.04B; distributable earnings $1.55B or $0.66 per share.
  • Fee-related earnings rose to $772M from $698M; fee-bearing capital reached $614B with $67B of uncalled commitments.
  • Raised $67B of capital and invested $53B; insurance assets grew to $180B after closing Just Group.
  • Operating businesses generated solid cash flow growth; BN shares traded at $40.47 vs. $34.94 a year ago.
  • Plans to combine Brookfield Corporation with its Wealth Solutions business to simplify structure and enhance capital efficiency.

Headline financials

Total Revenue

$18.6B

Previous: $17.9B+3.5%
EPS (adj)

$0.66

Previous: $0.98-32.7%
Fee-bearing capital

$614B

No prior period
Insurance assets

$180B

No prior period
Deployable capital

$200B

No prior period
Distributable Earnings (FY2025)

$1.55B

No prior period
Net Income

$1.04B

Previous: $73M+1327.4%
Total Assets

$520B

No prior period

Revenue & EPS history

Brookfield · Revenue · Quarterly

$18.6B

Q1 2026+3.5%vs Q1 2025
Beat estimate in 7 of 7 quarters(100%)
ActualEstimate

Revenue by segment

Brookfield · $1.54B total across 3 segments · Q4 2024

  • Asset management DE
    $684M
  • Wealth solutions DE
    $430M
  • Operating businesses DE
    $426M

Forward guidance

Management expects to seek board approval to combine Brookfield Corporation with its Wealth Solutions business at July 2026 shareholder meetings, unlocking roughly $145 billion of excess balance-sheet capital for insurance growth. The company remains active with nearly $200 billion of deployable capital and is evaluating similar simplification for its infrastructure and energy listed entities.

Tailwinds

  • Strong capital raising ($67B) and deployment ($53B) with fee-bearing capital up $11.1B in the quarter.
  • Wealth Solutions combination expected to improve capital efficiency and support long-term insurance expansion.

Headwinds

  • Private credit sentiment and retail redemptions may slow fundraising for private wealth strategies near term.
  • Macro volatility and trade disruptions create uncertainty despite Brookfield's focus on essential real assets.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.2%

Avg return

Earnings day

+1.0%

Avg return

5 days after

+0.9%

Avg return

30 days after

60%

12 / 20 earnings

Positive

+4.9%

Q2 2023

Best reaction

-6.7%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.0%-4.6%
Q4 2025+2.3%+2.5%-17.7%
Q3 2025-6.7%+0.7%+1.8%
Q2 2025-3.9%+2.9%+1.2%
Q4 2024+4.4%+1.8%+0.9%
Q1 2025+3.2%+6.2%+5.4%
Q2 2024+2.7%+6.1%+7.5%
Q1 2024+1.5%+1.5%-5.6%
Q4 2023+1.5%-1.7%+4.8%
Q3 2023+1.0%+7.0%+11.6%
Q2 2023+4.9%+1.9%+3.8%
Q1 2023-2.4%-2.9%+1.5%
Q4 2022+0.6%-0.7%-18.5%
Q3 2022+1.8%+2.8%+17.5%
Q2 2022-0.5%+0.4%+11.1%
Q1 2022-1.8%+1.0%-13.5%
Q4 2021-0.2%-4.5%-12.1%
Q3 2021+0.3%+1.7%+13.2%
Q2 2021-2.8%-2.1%+2.9%
Q1 2021-1.9%+0.1%+0.5%

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